BatchLeads + Follow Up Boss

Add new BatchLeads properties to list and create or update contacts in Follow Up Boss without triggering action plans

Effortlessly manage your real estate properties and contacts with this workflow. When a property is added to a list in BatchLeads, it will simultaneously create or update the associated contact in Follow Up Boss, ensuring your data remains accurate without triggering any laid-out action plans. This smooth automation helps save time and keeps your focus on enhancing client relations.

When this happens...
Property Added to a List
Triggers when a new or existing property is added To A List.
TriggerPolling
automatically do this!
Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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Supported triggers and actions

Direct Mail Delivered
Triggers when a Direct Mail is delivered.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
Phone Call Not Answered
Triggers when a phone call is not answered
Trigger
Polling
Try It
Property Added to a List
Triggers when a new or existing property is added To A List.
Trigger
Polling
Try It
Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Polling
Try It

Property Status Updated
Triggers when a property lead status gets updated.
Trigger
Polling
Try It
SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Polling
Try It

SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Polling
Try It
- Phone NumberRequired
Action
Write
- Property IDsRequired
- List NameRequired
Action
Write
- Property IDRequired
- NoteRequired
Action
Write
- List Name
- Tag Name
- Property AddressRequired
- Property CityRequired
- Property StateRequired
- Property ZipRequired
Action
Write
- Property IDRequired
- List NameRequired
Action
Write
- Property IDsRequired
- Skip Trace NameRequired
Action
Write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Polling
Try It
Phone Call Answered
Triggers when a phone call is answered
Trigger
Polling
Try It
New Property Added
Triggers when a new property is added.
Trigger
Polling
Try It
Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Polling
Try It
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Polling
Try It
Tag Added to a Property
Triggers when a tag is added to a property.
Trigger
Polling
Try It
- List NameRequired
- Property AddressRequired
- Property Address 2
- Property CityRequired
- Property StateRequired
- Property ZIPRequired
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt outRequired
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
- Lead Status NameRequired
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

About BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create or update contacts in Follow Up Boss when properties are skip traced in BatchLeads

Add tags to contacts in Follow Up Boss when new properties are added in BatchLeads

Add new BatchLeads properties to Follow Up Boss as updated contacts without triggering action plans

BatchLeads + Follow Up Boss

Add new BatchLeads properties to list and create or update contacts in Follow Up Boss without triggering action plans

Direct Mail Delivered

New Vacant Property Found

Phone Call Not Answered

Property Added to a List

Property Is Skip Traced (Email Available)

Property Status Updated

SMS Lead Marked as "DNC"

SMS Lead Marked as "Hot"

SMS Lead Marked as "Warm"

Add Phone Number to DNC

Add Property to a List

Create Note for a Lead

Create One-Click Direct Mail Campaign for Unsaved Properties

Remove List From a Property

Skip Trace Property

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

SMS Message Is Sent to a Lead

Phone Call Answered

New Property Added

Property Is Opted Out

Property Is Skip Traced (Phone Number Available)

Property Becomes Vacant

SMS Lead Marked as "Follow Up"

SMS Lead Marked as "Refer to Realtor (Agent)"

Tag Added to a Property

Add Property

Tag Added to a Property

Create One-Click Direct Mail Campaign

Opt Out a Property

Remove Tag From a Property

Update Lead Status

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About BatchLeads

Related categories

Similar apps

Zapier Interfaces

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates